Collin Brahm Todd
CFP®Professional Summary
Collin Brahm Todd, CFP® is a registered financial advisor currently at ARC ADVISERS LLC located in Boise, Idaho. Collin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Collin has worked at 3 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Business Services
- Financial Planning
- Education Funding
- Investment Management
- Risk Management & Insurance
- Retirement Planning
- Tax Planning
- Estate & Legacy Planning
Specializations
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
ARC ADVISERS LLC | ARC ADVISERS, LLC
Contact Information
Main Address
475 W. Main Street, Boise, ID 83702Mailing Address
Po Box 1552, Boise, ID 83701Phone Number
(406) 218-1430# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
272AUM (Assets Under Management)
$104,871,590Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(1/2/2025)
(5/19/2020)
(5/6/2020)
(6/30/2020)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Collin Brahm Todd's CRS (Customer Relationship Summary).
Services Offered by Collin
- Business Services
- Financial Planning
- Education Funding
- Investment Management
- Risk Management & Insurance
- Retirement Planning
- Tax Planning
- Estate & Legacy Planning
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